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Vanguard Wellesley® Income Fund Admiral™ Shares (VWIAX)

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63.03 -0.04    -0.06%
00:00:00 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Vanguard
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 41.85B
Vanguard Wellesley Income Admiral 63.03 -0.04 -0.06%

Vanguard Wellesley® Income Fund Admiral™ Shares Overview

 
Find basic information about the Vanguard Wellesley® Income Fund Admiral™ Shares mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add VWIAX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US9219382051)
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Rating
1-Year Change7.66%
Prev. Close63.07
Risk Rating
TTM Yield3.62%
ROE18.09%
IssuerVanguard
Turnover29%
ROA6.13%
Inception DateMay 14, 2001
Total Assets41.85B
Expenses0.16%
Min. Investment50,000
Market Cap89.11B
CategoryAllocation - - 30% to 50% Equity
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1067 1016 1177 1051 1247 1702
Fund Return 6.74% 1.61% 17.71% 1.69% 4.52% 5.46%
Place in category 323 115 276 131 211 28
% in Category 70 21 63 27 53 9

Top Equity Funds by Vanguard

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Total Stock Market Ins Pls 703.38B 19.69 7.49 -
  Vanguard 500 Index Admiral 546.41B 20.93 9.04 12.96
  Vanguard Total Stock Market Admiral 396.4B 19.67 7.47 12.38
  Vanguard Total Intl Stock Index Inv 204.36B 8.15 1.40 4.88
  Vanguard 500 Index Institutional Se 191.38B 20.96 9.07 -

Top Funds for Allocation--30% to 50% Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard LifeStrategy Cnsrv Gr Inv 10.3B 7.28 1.03 4.88
  Vanguard Tax-Managed Balanced Adm 10.1B 10.11 4.20 7.44
  Vanguard Wellesley Income Inv 8.75B 6.68 1.61 5.39
  BlackRock Multi-Asset Income Instl 5.99B 7.59 2.14 4.29
  American Funds Income Portfolio A 5.7B 9.64 3.88 5.74

Top Holdings

Name ISIN Weight % Last Change %
  JPMorgan US46625H1005 1.58 240.78 -0.95%
  Broadcom US11135F1012 1.26 163.25 -1.27%
  Merck&Co US58933Y1055 1.19 97.44 +0.93%
  ConocoPhillips US20825C1045 1.18 113.43 +0.30%
  J&J US4781601046 1.12 153.11 +0.07%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Sell Neutral Buy
Technical Indicators Strong Sell Sell Strong Buy
Summary Strong Sell Neutral Strong Buy
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VWIAX Comments

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Thomas Drake
Thomas Drake Mar 21, 2023 1:47PM ET
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VWIAX and VWINX were very early Vanguard funds operated by Wellington of Boston. it’s historically a good conservative income generator from bonds and stocks. Very few stock funds are rated buys here at this time, but I’ll be rebuying it as the stick bear market plays out. For now bonds are a safer shorter term bet.
Thomas Drake
Thomas Drake Mar 21, 2023 1:47PM ET
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Stock bear market that is
Charles ODonnell
Charles ODonnell Mar 21, 2023 1:47PM ET
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Don't you think ESG has played a role in reducing both VWIAX and VWINX funds. I was invested in both heavily for 7-8 years thinking I would kick back during retirement with these...but changed my mind due to their ESG agenda which I believe hurt my financial goals.
Warren Wesley
Warren Wesley Mar 21, 2023 1:47PM ET
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heavy load to bonds. big payout in December
Warren Wesley
Warren Wesley Mar 21, 2023 1:47PM ET
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Warren Wesley very low fee to carry. influence greatly by interest rates.
 
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